John E. Sestina and Company at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 8 advisors are listed here; all hold the CFP.
- Its Form ADV reports 19 employees and 808 individual clients, 179 of them high net worth.
- Its average account is about $61,000 (assets it manages divided by its 12,193 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | managingtobewealthy.com/take-action |
| [email protected] | |
| Phone | (614) 326-3077 |
Questions about John E. Sestina and Company
How much does John E. Sestina and Company charge?
John E. Sestina and Company publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is John E. Sestina and Company paid?
John E. Sestina and Company's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does John E. Sestina and Company have in the Wellspent public graph?
The Wellspent public graph lists 8 advisors at John E. Sestina and Company, and 8 hold the CFP.
What is the average account at John E. Sestina and Company?
John E. Sestina and Company's average account is about $61,000. That's the assets on its Form ADV divided by its 12,193 accounts.
What does John E. Sestina and Company specialize in?
John E. Sestina and Company's advisors and website list retirement planning, estate & legacy planning and tax planning.
Is John E. Sestina and Company accepting new clients?
Yes, according to John E. Sestina and Company's website, checked October 28, 2026.
John E. Sestina and Company fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Fees are typically 1% annually, based on the average daily balance of your managed account." source
"Fees are typically 1% annually, based on the average daily balance of your managed account." source
"Our Full-Service Financial Planning is a comprehensive, relationship-based program that integrates all aspects of your financial life." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $744 million |
| Individual clients | 629 |
| High-net-worth clients | 179 |
| Accounts managed | 12,193 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-44151) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 108634 |